Everyday problem
The portfolio is scattered on Instagram, enquiries lack detail and proposals take too long.
What it does
A detailed enquiry form, one tracker from enquiry to site visit to proposal with due dates, and a human-reviewed AI brief summary for the designer.
Most useful for
Architecture and interior studios that get project enquiries from referrals, Instagram and calls.
Included in the standard setup
Project enquiry form with location, area, budget band and timeline; a site visit scheduling note; a proposal tracker with due dates; an AI draft of the project brief summary for the designer to review; follow-up reminders on days 1, 3 and 7; staff training and a handover note.
Example workflow
Enquiry with project details → AI brief summary reviewed by the designer → site visit booked → proposal sent with a due date → won or lost.
What we’ll need from you
Your current enquiry form or sample enquiries; your project types; who handles visits and proposals; and how you price proposals.
Not included
Design or 3D work; project management after signing; accounting or invoicing; payments. Optional add-on: Document and Information Hub for drawings and approvals (₹15,000+).
Statuses and fields
Statuses: Enquiry → Site Visit → Proposal Sent → Won → Lost. Fields: client name, phone, location, area, budget band, timeline, site visit date, proposal due date.
Where a person decides
A designer reviews every AI brief summary before it is used. Your team decides on visits, proposals and pricing.
How every kit works
Scope sheet signed before work. 50% deposit, 50% at handover. Instalments carry no markup.
Automation accounts (Make, n8n, WhatsApp, email, Sheets) are owned by you, the client.
Any system with logins or customer data gets a security review before launch.
Common questions
Does the AI talk to clients? No. It only drafts a brief summary for your designer, who reviews it. Can we track proposal values? Yes, each enquiry has a proposal value and status.